The wearables electronics market is a large and fast growing one. According to Precedence Research, the global wearable technology market is expected to grow at a compound annual growth rate of 13.89% during the forecast period 2022 to 2030. Precedence estimated the global wearable technology market size at USD 121.7 billion… Read More
Webinar: Flexible, Scalable Interconnect for AI HW System Architectures
Building next generation systems is a real balancing act. The high-performance computing demands presented by increasing AI an ML content in systems means there are increasing challenges for power consumption, thermal load, and the never-ending appetite for faster data communications. Power, performance, and cooling … Read More
IEDM 2022 – Ann Kelleher of Intel – Plenary Talk
Ann Kelleher is Intel’s Executive Vice President, General Manager, Technology Development, and she gave the first plenary talk to kick off the 2022 IEDM, “Celebrating 75 Years of the Transistor A Look at the Evolution of Moore’s Law Innovation”. I am generally not a fan of plenary talks because I think they are often too broad and… Read More
Achieving 400W Thermal Envelope for AI Datacenter SoCs
Successful ASIC providers offer top-notch infrastructure and methodologies that can accommodate varied demands from a multitude of customers. Such ASIC providers also need access to best-in-class IP portfolio, advanced packaging and test capabilities, and heterogeneous chiplet integration capability among other things.… Read More
Is your career at RISK without RISC-V?
I am delighted to share my technical insights into RISC-V in this article to inspire and prepare the next generation of chip designers for the future of the open era of computing. If you understand how we build complex electronic devices like desktops and smartphones using processors, you would be more interested in learning and… Read More
High-End Interconnect IP Forecast 2022 to 2026
The Interface IP market has grown with 21% CAGR from 2017 to 2021 and we review the part of this market restricted to the high-end of PCIe, DDR, Ethernet and D2D IP made of PHY and controller targeting the most advanced technology nodes and latest protocol release. We will show that an IP vendor focusing investment on the high-end interconnect… Read More
AMAT and Semitool Deja Vu all over again
-Lam/Semisysco is a repeat of AMAT/Semitool
-Adds wet processing that larger companies lack
-Semisysco tools amazingly similar to those made by Semitool
-Lightning strikes twice for Ray Thompson
Deja Vu all over again
In a clear example of history repeating itself, Lam Research bought Semisysco, a company founded by Ray Thompson,… Read More
Micron- “The first cut isn’t the deepest”- Chops production & forecast further
-Micron announces more production cuts & lower forecast
-DRAM will be negative- NAND sounds barely flat (for now)
-Capital spending to be cut to near zero- essential only
-Will the rest of the industry follow suit?
“The first cut isn’t the deepest”
(Apologies to Rod Stewart)
When Micron first announced… Read More
AMAT – Backlog buffers downcycle- still fighting shortages – WFE down in 2023
-AMAT put up good numbers despite slowing cycle
-Growing backlog will help them manage declining orders
-Parts shortages still haunt but improving for 2-4 more quarters
-2023 will be down- too early to tell how much- 2024 who knows
Good numbers but already adjusted for China
Applied put up revenue of $6.7B and EPS of $2.03 versus … Read More
Semiconductors Down in 2nd Half 2022
The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More
Memory Innovation at the Edge: Power Efficiency Meets Green Manufacturing